See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,969 | $59,805+10.3% | $79,550-17.1% | $68,494-3.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -26.04% | -12.30%-13.7pp | 0.16%-26.2pp | -7.84%-18.2pp |
| Employer contribution / active EE | $6,243 | $1,505+314.8% | $2,413+158.7% | $2,596+140.5% |
| Participant deferral / active EE | $3,893 | $3,024+28.7% | $3,985-2.3% | $4,027-3.3% |
| Admin fee / account holder | $1,625 | $4,835-66.4% | $6,832-76.2% | $5,403-69.9% |